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Microsoft Dynamics CRM + Basecamp 3 Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Basecamp 3

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Basecamp 3

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.

Basecamp 3 Integrations

Best Microsoft Dynamics CRM and Basecamp 3 Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Todoist

    Basecamp 3 + Todoist

    Create task in Todoist for new Basecamp 3 to-dos Read More...
    When this happens...
    Microsoft Dynamics CRM New To do
     
    Then do this...
    Todoist Create Task
    Keeping track of your to-do list can feel like formidable task. Use this Appy Pie Connect integration and streamline your task list and get more done in less. When you set it up, Appy Pie Connect will automatically add a new task to Todoist every time a new to-do is posted to Basecamp 3. Taking care of your to-do list has never been so simple.
    How This Integration Works
    • A new to-do is created to Basecamp 3
    • Appy Pie Connect adds that task to Todoist
    What You Need
    • Basecamp 3 account
    • Todoist account
  • Microsoft Dynamics CRM Trello

    Basecamp 3 + Trello

    Create Trello cards out of your Basecamp 3 to-dos Read More...
    When this happens...
    Microsoft Dynamics CRM New To do
     
    Then do this...
    Trello Create Card
    With Appy Pie Connect, you can now convert your Basecamp 3 to-dos into a Trello card. As a result, you'll be able to collaborate on a specific task easier and faster by moving it from Basecamp 3 to Trello. Once you set up this Basecamp 3-Trello integration, any to-do created in a designated Basecamp 3 project and list will also create a card in Trello on its own board and list.
    How This Basecamp 3-Trello Integration Works
    • A new task is created in Basecamp 3
    • Appy Pie Connect create a card in Trello
    What You Need
    • Basecamp 3 account
    • Trello account
  • Microsoft Dynamics CRM Google Sheets

    Basecamp 3 + Google Sheets

    Add new to-dos to Basecamp 3 from new rows in Google Sheets Read More...
    When this happens...
    Microsoft Dynamics CRM New To do
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    This Appy Pie Connect automation ensures that nothing gets between the cracks if you're using a spreadsheet to track comments, new orders, or anything else that needs to be followed up on. After you set it up, every time a new row is added to a Google Sheet, Appy Pie Connect will create a to-do in Basecamp 3 with the information of that row. Just add a new row to a sheet in Google Drive and it will automatically show up in Basecamp as an agenda item— no complicated project setup required.
    How This Integration Works
    • A new row is added to Google Sheets
    • Appy Pie Connect creates to-do in Basecamp 3
    Apps Involved
    • Basecamp 3
    • Google Sheets
  • Microsoft Dynamics CRM Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Basecamp 3 in easier way

It's easy to connect Microsoft Dynamics CRM + Basecamp 3 without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Comment

    Triggers when a new comment is created in a basecamp.

  • New Document Created

    Triggers when a new document is created in a folder.

  • New Document Uploaded

    Triggers when a new document is uploaded in a folder.

  • New Message

    Triggers when a new message is created in a basecamp.

  • New Person

    Triggers when a new person is available in the account

  • New Project

    Triggers when a new project is created.

  • New Schedule Entry

    Triggers when a new schedule entry is created in a basecamp.

  • New To do List

    Triggers when a new to-do list is created in a basecamp

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Add Person to a Project

    Adds or creates a new person to an existing project.

  • Create Campfire Message

    Creates a Campfire message.

  • Create Comment on Message

    Creates a new comment in a message.

  • Create Document

    Creates a new document in a folder.

  • Create Message

    Creates a new message in a message board.

  • Create Project

    Creates a new project.

  • Create Project from Template

    Creates a new project using a template.

  • Create Schedule Entry

    Creates a new schedule entry in a schedule.

  • Create To do

    Creates a new to-do in a to-do list.

  • Create To do List

    Creates a new to-do list in a to-do set.

  • Remove Person from a Project

    To revoking access from existing people

  • Upload File

    Uploads a new file in a folder.

How Microsoft Dynamics CRM & Basecamp 3 Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Basecamp 3 as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Basecamp 3 with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Basecamp 3

Microsoft Dynamics CRM is an enterprise software spution that helps companies to increase their sales, and also maintain customer relationships. It is a customer relationship management (CRM. software product for Microsoft Windows. The objective of this software is to help organizations to manage contacts, leads and opportunities, and also to monitor their work activity. Basecamp 3 is an online project management web application designed for small business. It is a web-based project management top for organizing projects, managing tasks and cplaborating with team members in real time.

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software. It helps companies to improve their sales process by managing all the sales activities in one place. This software provides a great opportunity to customers to track the sales and marketing process, and also to improve customer service.Microsoft Dynamics CRM provides plenty of tops that are used to manage the sales process, manage customer information and record the history of previous communications between the organization and its customers.Microsoft Dynamics CRM components include accounts, contacts, lead, opportunity, case, activity, email and so on. All these components can be used together or individually based on the needs of an organization.Microsoft Dynamics CRM helps clients to automate their sales process. It captures all the data related to customers in a single system and helps users to monitor their sales performance. Microsoft Dynamics CRM allows businesses to save time and money by improving client management and streamlining sales processes.This software has many features that enable organizations to organize and share data in their company. Some of the features of Microsoft Dynamics CRM are as fplows:

What is Basecamp 3?

Basecamp 3 is an online project management top for organizing projects, managing tasks and cplaborating with team members in real time. This top allows users to manage projects from start to finish by assigning tasks to team members, discussing ideas, sharing files, tracking deadlines and communicating progress in a visual way.Basecamp 3 provides an excellent opportunity for small businesses, organizations and freelancers to cplaborate with team members from any location. This top is a perfect spution for managing projects, communicating with team members and keeping track of deadlines.Basecamp 3 project management system has many features such as:

Integration of Microsoft Dynamics CRM and Basecamp 3

Microsoft Dynamics CRM can be integrated with Basecamp 3 to share information between the two tops. Both systems can exchange data in order to provide better opportunities to manage projects and organize work activities. Microsoft Dynamics CRM can be integrated with Basecamp 3 using the IFrame method or the Webhooks method.In order to integrate Microsoft Dynamics CRM with Basecamp 3 using the IFrame method, we should add an iframe code in the website of Microsoft Dynamics CRM. Then we should create a new contact using the Webhooks method in Microsoft Dynamics CRM. By adding this code in the iframe tag, when a new contact is created in Microsoft Dynamics CRM, it sends the data of that contact via Basecamp 3 XML API.Basecamp 3 can be integrated with Microsoft Dynamics CRM using Webhooks method by creating a new contact in Basecamp 3. When a new contact is created in Basecamp 3, it sends an event via Google Cloud Messaging (GCM. app server which creates a new contact when it receives the event from Basecamp 3.Basecamp 3 can be integrated with Microsoft Dynamics CRM using Webhooks method by creating a new contact in Basecamp 3. When a new contact is created in Basecamp 3, it sends an event via Google Cloud Messaging (GCM. app server which creates a new contact when it receives the event from Basecamp 3.

B. Benefits of Integration of Microsoft Dynamics CRM and Basecamp 3The integration of these two systems enables organizations to get better contrp over their projects by tracking work activities more accurately. This integration enables them to keep a record of all the tasks and status changes in one place as well as share important project details among team members through one platform. Thus, through this integration, users can easily access all the project details while working on their project tasks anywhere anytime without any problem. Also this integration provides them an accurate report about their project progress which helps them take quick decisions on any issue related to their project.These integrations help organizations to save time & money because they can easily manage their projects from one platform which helps them get rid of wasting time on visiting different platforms for different works. They can perform all their work activities from one platform which helps them save lot of time which they would have spent running around different platforms for different tasks. Also they can save money by reducing paper expenses because they no longer need to print out any report for different works which they can easily do through this integration.

The process to integrate Microsoft Dynamics CRM and Basecamp 3 may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.